GE Vernova Inc. $GEV Holdings Raised by N10 Wealth LLC

N10 Wealth LLC lifted its stake in shares of GE Vernova Inc. (NYSE:GEV) by 27.3% during the third quarter, Holdings Channel.com reports. The firm owned 10,332 shares of the company’s stock after acquiring an additional 2,214 shares during the period. GE Vernova accounts for about 2.7% of N10 Wealth LLC’s portfolio, making the stock its 14th biggest position. N10 Wealth LLC’s holdings in GE Vernova were worth $9,820,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Auto Owners Insurance Co grew its position in GE Vernova by 110,973.4% in the 4th quarter. Auto Owners Insurance Co now owns 34,858,156 shares of the company’s stock valued at $2,278,224,000 after buying an additional 34,826,773 shares in the last quarter. BlackRock Inc. bought a new stake in shares of GE Vernova in the 2nd quarter worth $25,569,630,000. Bank of America Corp DE bought a new stake in GE Vernova in the second quarter worth about $2,961,612,000. Bank of New York Mellon Corp acquired a new stake in GE Vernova during the second quarter valued at approximately $2,497,472,000. Finally, Jupiter Topco LLC acquired a new stake in GE Vernova during the second quarter valued at approximately $2,371,538,000.

GE Vernova News Summary

Here are the key news stories impacting GE Vernova this week:

• Positive Sentiment: Large backlog supports long-term growth: GE Vernova reportedly generated 88% organic order growth in the second quarter of 2026, lifting its backlog to approximately $176 billion. The company also produced more free cash flow in the quarter than during all of 2025, highlighting strong demand and improving cash generation. GE Vernova: A $176B Backlog Meets a 66x Price Tag
• Positive Sentiment: Analysts continue to see upside: Guggenheim reaffirmed its “buy” rating and set a $1,450 price target. Susquehanna maintained a “positive” rating and lowered its target modestly from $1,300 to $1,270, still implying substantial potential appreciation from recent trading levels.
• Positive Sentiment: Upcoming earnings could provide a catalyst: GE Vernova plans to report third-quarter 2026 results on October 28. Analysts reportedly expect triple-digit year-over-year earnings growth, making the release an important test of whether order momentum is translating into profits. GE Vernova to announce third-quarter 2026 financial results
• Neutral Sentiment: Stock-split speculation: GE Vernova’s substantial post-IPO appreciation has prompted discussion about whether the company could split its shares. However, a split would not change the company’s underlying value or fundamentals. Stock-Split Watch: Is GE Vernova Next?
• Negative Sentiment: Valuation remains a key risk: Commentary highlights a roughly 66-times earnings valuation, leaving the stock vulnerable if earnings growth, margins, or the upcoming outlook disappoint. Citi’s decision to maintain a “hold” rating also signals that some analysts view the current valuation as fully reflected in the shares. GE Vernova Builds $176B Backlog But 66x Earnings Multiple Raises Questions

GE Vernova Trading Down 7.2%

GEV stock traded down $72.71 during mid-day trading on Wednesday, reaching $931.33. 1,857,867 shares of the stock traded hands, compared to its average volume of 2,624,343. The company has a current ratio of 0.85, a quick ratio of 0.62 and a debt-to-equity ratio of 0.21. GE Vernova Inc. has a 52-week low of $530.16 and a 52-week high of $1,195.94. The company has a market cap of $248.04 billion, a P/E ratio of 26.67, a P/E/G ratio of 3.45 and a beta of 1.14. The stock’s fifty day moving average is $967.20 and its 200-day moving average is $1,000.65.

GE Vernova (NYSE:GEV) last announced its earnings results on Wednesday, July 22nd. The company reported $2.47 EPS for the quarter, missing the consensus estimate of $3.17 by ($0.70). The firm had revenue of $11.10 billion during the quarter, compared to analyst estimates of $10.79 billion. GE Vernova had a return on equity of 42.42% and a net margin of 23.03%. The business’s quarterly revenue was up 21.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.86 earnings per share. As a group, sell-side analysts expect that GE Vernova Inc. will post 15.04 earnings per share for the current year.

GE Vernova Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, November 24th. Investors of record on Tuesday, October 27th will be given a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. The ex-dividend date is Tuesday, October 27th. GE Vernova’s dividend payout ratio is 5.72%.

Wall Street Analysts Forecast Growth

GEV has been the subject of a number of research reports. The Goldman Sachs Group upgraded shares of GE Vernova from a “buy” rating to a “market outperform” rating in a report on Monday, September 14th. Glj Research started coverage on GE Vernova in a report on Monday, September 14th. They issued a “sell” rating and a $470.00 price target on the stock. BNP Paribas Exane cut their price objective on GE Vernova from $1,190.00 to $1,090.00 and set a “neutral” rating for the company in a research report on Thursday, August 20th. Sanford C. Bernstein reissued an “outperform” rating and set a $1,298.00 price objective (up from $1,206.00) on shares of GE Vernova in a research note on Tuesday, September 15th. Finally, Jefferies Financial Group restated a “buy” rating and issued a $1,185.00 target price (up from $1,155.00) on shares of GE Vernova in a report on Thursday, September 17th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, GE Vernova currently has an average rating of “Moderate Buy” and a consensus price target of $1,164.87.

GE Vernova Profile

GE Vernova Inc (NYSE: GEV) is an energy technology company formed through the separation of General Electric’s energy businesses in April 2024. The company is focused on helping generate, transmit, distribute and store electricity as power systems adapt to rising demand and the transition toward lower-carbon energy sources.

GE Vernova operates across three principal business areas: Power, Wind and Electrification. Its products and services include gas and steam power generation equipment, nuclear and hydropower technologies, onshore and offshore wind turbines, wind services, grid equipment, electrification systems, energy storage solutions and software used to monitor and manage energy infrastructure.

The company serves utilities, independent power producers, industrial customers and other energy-sector organizations in markets around the world.